Civic Intelligence

Bolger & O'Hearn, Inc

Plan context: Bolger & Ohearn Inc. Profit Sharing Plan

EIN 04-2454566 • Fall River, MA • 26 filings • 3 plans

47 Slade StreetFall River, MA 02724
Current Snapshot

Latest Year

2023

2023 Participants

22

2023 Assets

$8,485,082

2023 Contributions

$283,447

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,257,169$4,628,585$0199920122023YearValue
$8,485,082Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32160199920112023YearValue
22Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023122$8,485,082$283,447$12,884iApproximate average salary by contribution assumption: employee only about $322,099 at 4% or $214,733 at 6%; with 50% employer match about $214,733 at 4% or $143,155 at 6%; with 100% employer match about $161,049 at 4% or $107,366 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-22$8,485,082$283,447$12,884iApproximate average salary by contribution assumption: employee only about $322,099 at 4% or $214,733 at 6%; with 50% employer match about $214,733 at 4% or $143,155 at 6%; with 100% employer match about $161,049 at 4% or $107,366 at 6%.
2022120$7,884,951$308,633$15,432iApproximate average salary by contribution assumption: employee only about $385,791 at 4% or $257,194 at 6%; with 50% employer match about $257,194 at 4% or $171,463 at 6%; with 100% employer match about $192,896 at 4% or $128,597 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-20$7,884,951$308,633$15,432iApproximate average salary by contribution assumption: employee only about $385,791 at 4% or $257,194 at 6%; with 50% employer match about $257,194 at 4% or $171,463 at 6%; with 100% employer match about $192,896 at 4% or $128,597 at 6%.
2021119$9,257,169$256,627$13,507iApproximate average salary by contribution assumption: employee only about $337,667 at 4% or $225,111 at 6%; with 50% employer match about $225,111 at 4% or $150,074 at 6%; with 100% employer match about $168,834 at 4% or $112,556 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-19$9,257,169$256,627$13,507iApproximate average salary by contribution assumption: employee only about $337,667 at 4% or $225,111 at 6%; with 50% employer match about $225,111 at 4% or $150,074 at 6%; with 100% employer match about $168,834 at 4% or $112,556 at 6%.
2020126$8,387,236$224,208$8,623iApproximate average salary by contribution assumption: employee only about $215,585 at 4% or $143,723 at 6%; with 50% employer match about $143,723 at 4% or $95,815 at 6%; with 100% employer match about $107,792 at 4% or $71,862 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-26$8,387,236$224,208$8,623iApproximate average salary by contribution assumption: employee only about $215,585 at 4% or $143,723 at 6%; with 50% employer match about $143,723 at 4% or $95,815 at 6%; with 100% employer match about $107,792 at 4% or $71,862 at 6%.
2019125$7,183,693$410,424$16,417iApproximate average salary by contribution assumption: employee only about $410,424 at 4% or $273,616 at 6%; with 50% employer match about $273,616 at 4% or $182,411 at 6%; with 100% employer match about $205,212 at 4% or $136,808 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-25$7,183,693$410,424$16,417iApproximate average salary by contribution assumption: employee only about $410,424 at 4% or $273,616 at 6%; with 50% employer match about $273,616 at 4% or $182,411 at 6%; with 100% employer match about $205,212 at 4% or $136,808 at 6%.
2018132$5,774,171$207,389$6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,011 at 4% or $54,008 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-32$5,774,171$207,389$6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,011 at 4% or $54,008 at 6%.
2017123$6,063,365$213,742$9,293iApproximate average salary by contribution assumption: employee only about $232,328 at 4% or $154,886 at 6%; with 50% employer match about $154,886 at 4% or $103,257 at 6%; with 100% employer match about $116,164 at 4% or $77,443 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-23$6,063,365$213,742$9,293iApproximate average salary by contribution assumption: employee only about $232,328 at 4% or $154,886 at 6%; with 50% employer match about $154,886 at 4% or $103,257 at 6%; with 100% employer match about $116,164 at 4% or $77,443 at 6%.
2016124$5,236,442$226,884$9,454iApproximate average salary by contribution assumption: employee only about $236,338 at 4% or $157,558 at 6%; with 50% employer match about $157,558 at 4% or $105,039 at 6%; with 100% employer match about $118,169 at 4% or $78,779 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-24$5,236,442$226,884$9,454iApproximate average salary by contribution assumption: employee only about $236,338 at 4% or $157,558 at 6%; with 50% employer match about $157,558 at 4% or $105,039 at 6%; with 100% employer match about $118,169 at 4% or $78,779 at 6%.
2015125$4,755,559$209,398$8,376iApproximate average salary by contribution assumption: employee only about $209,398 at 4% or $139,599 at 6%; with 50% employer match about $139,599 at 4% or $93,066 at 6%; with 100% employer match about $104,699 at 4% or $69,799 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-25$4,755,559$209,398$8,376iApproximate average salary by contribution assumption: employee only about $209,398 at 4% or $139,599 at 6%; with 50% employer match about $139,599 at 4% or $93,066 at 6%; with 100% employer match about $104,699 at 4% or $69,799 at 6%.
2014127$4,599,187$210,264$7,788iApproximate average salary by contribution assumption: employee only about $194,689 at 4% or $129,793 at 6%; with 50% employer match about $129,793 at 4% or $86,528 at 6%; with 100% employer match about $97,344 at 4% or $64,896 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-27$4,599,187$210,264$7,788iApproximate average salary by contribution assumption: employee only about $194,689 at 4% or $129,793 at 6%; with 50% employer match about $129,793 at 4% or $86,528 at 6%; with 100% employer match about $97,344 at 4% or $64,896 at 6%.
2013127$4,189,414$209,997$7,778iApproximate average salary by contribution assumption: employee only about $194,442 at 4% or $129,628 at 6%; with 50% employer match about $129,628 at 4% or $86,419 at 6%; with 100% employer match about $97,221 at 4% or $64,814 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-27$4,189,414$209,997$7,778iApproximate average salary by contribution assumption: employee only about $194,442 at 4% or $129,628 at 6%; with 50% employer match about $129,628 at 4% or $86,419 at 6%; with 100% employer match about $97,221 at 4% or $64,814 at 6%.
2012125$3,500,208$190,320$7,613iApproximate average salary by contribution assumption: employee only about $190,320 at 4% or $126,880 at 6%; with 50% employer match about $126,880 at 4% or $84,587 at 6%; with 100% employer match about $95,160 at 4% or $63,440 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-25$3,500,208$190,320$7,613iApproximate average salary by contribution assumption: employee only about $190,320 at 4% or $126,880 at 6%; with 50% employer match about $126,880 at 4% or $84,587 at 6%; with 100% employer match about $95,160 at 4% or $63,440 at 6%.
2011128$3,008,142$188,299$6,725iApproximate average salary by contribution assumption: employee only about $168,124 at 4% or $112,083 at 6%; with 50% employer match about $112,083 at 4% or $74,722 at 6%; with 100% employer match about $84,062 at 4% or $56,041 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-28$3,008,142$188,299$6,725iApproximate average salary by contribution assumption: employee only about $168,124 at 4% or $112,083 at 6%; with 50% employer match about $112,083 at 4% or $74,722 at 6%; with 100% employer match about $84,062 at 4% or $56,041 at 6%.
2010225$2,923,955$272,297$10,892iApproximate average salary by contribution assumption: employee only about $272,297 at 4% or $181,531 at 6%; with 50% employer match about $181,531 at 4% or $121,021 at 6%; with 100% employer match about $136,149 at 4% or $90,766 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-25$2,923,955$123,354$4,934iApproximate average salary by contribution assumption: employee only about $123,354 at 4% or $82,236 at 6%; with 50% employer match about $82,236 at 4% or $54,824 at 6%; with 100% employer match about $61,677 at 4% or $41,118 at 6%.
BOLGER & O'HEARN, INC. EMPLOYEE HEALTH PLAN-11-$148,943$13,540iApproximate average salary by contribution assumption: employee only about $338,507 at 4% or $225,671 at 6%; with 50% employer match about $225,671 at 4% or $150,447 at 6%; with 100% employer match about $169,253 at 4% or $112,836 at 6%.
2009119$2,726,895$179,569$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-19$2,726,895$179,569$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
2008118$2,107,574$159,060$8,837iApproximate average salary by contribution assumption: employee only about $220,917 at 4% or $147,278 at 6%; with 50% employer match about $147,278 at 4% or $98,185 at 6%; with 100% employer match about $110,458 at 4% or $73,639 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-18$2,107,574$159,060$8,837iApproximate average salary by contribution assumption: employee only about $220,917 at 4% or $147,278 at 6%; with 50% employer match about $147,278 at 4% or $98,185 at 6%; with 100% employer match about $110,458 at 4% or $73,639 at 6%.
2007122$2,682,452$153,445$6,975iApproximate average salary by contribution assumption: employee only about $174,369 at 4% or $116,246 at 6%; with 50% employer match about $116,246 at 4% or $77,497 at 6%; with 100% employer match about $87,185 at 4% or $58,123 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-22$2,682,452$153,445$6,975iApproximate average salary by contribution assumption: employee only about $174,369 at 4% or $116,246 at 6%; with 50% employer match about $116,246 at 4% or $77,497 at 6%; with 100% employer match about $87,185 at 4% or $58,123 at 6%.
2006120$2,297,724$159,260$7,963iApproximate average salary by contribution assumption: employee only about $199,075 at 4% or $132,717 at 6%; with 50% employer match about $132,717 at 4% or $88,478 at 6%; with 100% employer match about $99,538 at 4% or $66,358 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-20$2,297,724$159,260$7,963iApproximate average salary by contribution assumption: employee only about $199,075 at 4% or $132,717 at 6%; with 50% employer match about $132,717 at 4% or $88,478 at 6%; with 100% employer match about $99,538 at 4% or $66,358 at 6%.
2005121$1,967,555$153,662$7,317iApproximate average salary by contribution assumption: employee only about $182,931 at 4% or $121,954 at 6%; with 50% employer match about $121,954 at 4% or $81,303 at 6%; with 100% employer match about $91,465 at 4% or $60,977 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-21$1,967,555$153,662$7,317iApproximate average salary by contribution assumption: employee only about $182,931 at 4% or $121,954 at 6%; with 50% employer match about $121,954 at 4% or $81,303 at 6%; with 100% employer match about $91,465 at 4% or $60,977 at 6%.
2004120$1,750,131$140,457$7,023iApproximate average salary by contribution assumption: employee only about $175,571 at 4% or $117,048 at 6%; with 50% employer match about $117,048 at 4% or $78,032 at 6%; with 100% employer match about $87,786 at 4% or $58,524 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-20$1,750,131$140,457$7,023iApproximate average salary by contribution assumption: employee only about $175,571 at 4% or $117,048 at 6%; with 50% employer match about $117,048 at 4% or $78,032 at 6%; with 100% employer match about $87,786 at 4% or $58,524 at 6%.
2003119$1,501,743$123,880$6,520iApproximate average salary by contribution assumption: employee only about $163,000 at 4% or $108,667 at 6%; with 50% employer match about $108,667 at 4% or $72,444 at 6%; with 100% employer match about $81,500 at 4% or $54,333 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-19$1,501,743$123,880$6,520iApproximate average salary by contribution assumption: employee only about $163,000 at 4% or $108,667 at 6%; with 50% employer match about $108,667 at 4% or $72,444 at 6%; with 100% employer match about $81,500 at 4% or $54,333 at 6%.
2002119$1,105,276$100,221$5,275iApproximate average salary by contribution assumption: employee only about $131,870 at 4% or $87,913 at 6%; with 50% employer match about $87,913 at 4% or $58,609 at 6%; with 100% employer match about $65,935 at 4% or $43,957 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-19$1,105,276$100,221$5,275iApproximate average salary by contribution assumption: employee only about $131,870 at 4% or $87,913 at 6%; with 50% employer match about $87,913 at 4% or $58,609 at 6%; with 100% employer match about $65,935 at 4% or $43,957 at 6%.
2001120$0$0-
Bolger & Ohearn Inc. Profit Sharing Plan-20---
2000119$1,147,102$69,944$3,681iApproximate average salary by contribution assumption: employee only about $92,032 at 4% or $61,354 at 6%; with 50% employer match about $61,354 at 4% or $40,903 at 6%; with 100% employer match about $46,016 at 4% or $30,677 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-19$1,147,102$69,944$3,681iApproximate average salary by contribution assumption: employee only about $92,032 at 4% or $61,354 at 6%; with 50% employer match about $61,354 at 4% or $40,903 at 6%; with 100% employer match about $46,016 at 4% or $30,677 at 6%.
1999121$1,156,889$70,999$3,381iApproximate average salary by contribution assumption: employee only about $84,523 at 4% or $56,348 at 6%; with 50% employer match about $56,348 at 4% or $37,566 at 6%; with 100% employer match about $42,261 at 4% or $28,174 at 6%.
Bolger & Ohearn Inc. Profit Sharing Plan-21$1,156,889$70,999$3,381iApproximate average salary by contribution assumption: employee only about $84,523 at 4% or $56,348 at 6%; with 50% employer match about $56,348 at 4% or $37,566 at 6%; with 100% employer match about $42,261 at 4% or $28,174 at 6%.